get
https://api-{tenant}.stage2.tappbank.com/org/accounts/private/v1/account
Responds with accounts collection associated with current user. Has includes of related models, filters, sortings, pagination.
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Returns a paginated list of accounts. The accounts returned depend on the role of the authenticated user.
Role-Based Access
| Role | Accounts Returned |
|---|---|
| Individual | Own accounts only |
| Business Owner | Own accounts only |
| Operator | Own accounts only |
| Advisor | Accounts belonging to clients in their assigned portfolio |
| Root Advisor | All accounts across the entire organization |
| Branch Manager | Accounts for all clients within their branch |
| Head Branch Manager | Accounts for all clients across branches under their management |
| Super Advisor | All accounts organization-wide |
Filtering by User
Admin roles (Advisor, Root Advisor, Branch Manager, etc.) can filter results to a specific client using the filter[userId] query parameter.
Example: To list accounts for a specific client:
GET /accounts/private/v1/account?filter[userId]=<clientUserId>